ADL
Asset Dedication LLC Portfolio holdings
AUM
$1.52B
1-Year Est. Return
19.25%
This Fund
S&P 500
1 Year Est. Return
+19.25%
AUM
$443M
AUM Growth
-$59M
(-12%)
Holding
816
Top Buys
| 1 | +$3.95M | |
| 2 | +$3.39M | |
| 3 | +$3.12M | |
| 4 |
IBDN
iShares iBonds Dec 2022 Term Corporate ETF
IBDN
|
+$3.08M |
| 5 |
BSJM
Invesco BulletShares 2022 High Yield Corporate Bond ETF
BSJM
|
+$2.9M |
Top Sells
| 1 | +$6.91M | |
| 2 | +$4.62M | |
| 3 | +$4.61M | |
| 4 |
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
|
+$4.06M |
| 5 |
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
|
+$3.16M |
Sector Composition
| 1 | Technology | 8.74% |
| 2 | Financials | 5.65% |
| 3 | Consumer Discretionary | 4.88% |
| 4 | Communication Services | 4.37% |
| 5 | Healthcare | 4.23% |